Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American Funds American Funds Investment Company of America N/R in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SHOREWEST REALTORS, INC. SHOREWEST REALTORS, INC. 401(K) SAVINGS PLAN | BROOKFIELD WI | 169 | $35.2M | $1.2M |
| 2 | KYYBA, INC. KYYBA, INC. 401(K) PLAN | FARMINGTON HILLS MI | 111 | $8.8M | $54K |